Author Archive

2016 Singapore Rates Outlook : Diminished Prospects Is Like “Alamak, It’s Buay Pai But Sian”

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2016 requires a lot more contemplation than any year in the past decade, just in case you have not thought too hard about it, emerging bleary eyed from 2015 that had ended on… Continue reading

Ad Hoc Commentary – wrapping up 2015

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Our outlook for 2015 can be found here: https://tradehaven.net/ad-hoc-commentary-2015-outlook-destroying-europe-and-another-bank-bailout/   We were pretty spot on except on the S&P500. But we remember that we got out of our S&P500 on late Feb: “…In… Continue reading

2016, By The Ghost Of Christmas Yet To Come

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2015 is ending in one fine flux, on a bittersweet melody after the whipsaw love-hate years of “taper tantrums” since June 2013 which it was first broached. 30 months later in December 2015,… Continue reading

Ad Hoc Commentary – the Fed’s RRP as a template for financing the SDGs

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While the majority was focused on the widely expected 0.25% rate hike yesterday, yours truly was more interested in the billions to trillions move on the Fed’s reverse repurchase program (RRP): “…Most notably,… Continue reading

2015 by The Ghost of Christmas Present

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PHOTO COURTESY OF WILDLIFE PHOTOGRAPHER, SIMON GOODMAN *********** This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… *********** 30,000 feet up… Continue reading

Ad Hoc Commentary – fintechs are probably the darling in the next two years

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The probable Dec rate hike by the Federal Reserve would probably be interpreted as a vote of confidence from the Federal Reserve on the strength of the US economy. This is probably good… Continue reading

Ad Hoc Commentary – financing the sustainable development goals

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The sustainable development goals (SDGs) agreed by world leaders in Sep 2015 are ambitious. It comes with a hefty price tag, and experts caution that the funding shortfall could be as large as… Continue reading

The Love Affair With Cheap Oil

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  It is mighty apt to be writing about oil as we close the week near 6 year lows in prices as OPEC decided, against market expectations to continue producing as much as… Continue reading

Real Estate : Sovereign Wealth Funds To The Rescue ?

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PHOTO COURTESY OF WILDLIFE PHOTOGRAPHER, SIMON GOODMAN   When news broke that the Norges Bank was considering the joint purchase of Asia Square Tower 1 with Capitaland, it was seen as a big… Continue reading

Bond Market Thoughts : The Royals, The Bad And The Ugly

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** You cannot help but read with great amusement that Singapore’s GIC… Continue reading